ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,043 | -2.6% | 6,577 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $488,867 | -0.1% | 6,577 | -2.2% | 0.02% | -5.6% |
| Q1 2023 | $489,321 | +0.9% | 6,727 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $485,016 | +9.0% | 6,727 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $445,000 | -5.7% | 6,727 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $472,000 | -10.9% | 6,727 | -1.5% | 0.02% | 0.0% |
| Q1 2022 | $530,000 | -4.0% | 6,827 | 0.0% | 0.02% | -5.0% |
| Q4 2021 | $552,000 | +10.0% | 6,827 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $502,000 | -0.2% | 6,827 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $503,000 | +71.1% | 6,827 | +60.6% | 0.02% | +61.5% |
| Q1 2021 | $294,000 | -16.7% | 4,250 | -18.3% | 0.01% | -27.8% |
| Q4 2020 | $353,000 | +23.9% | 5,201 | +16.2% | 0.02% | +12.5% |
| Q3 2020 | $285,000 | +5.2% | 4,475 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $271,000 | +12.0% | 4,475 | 0.0% | 0.02% | -10.5% |
| Q1 2020 | $242,000 | -28.6% | 4,475 | -13.5% | 0.02% | -13.6% |
| Q4 2019 | $339,000 | +2.1% | 5,175 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $332,000 | +4.1% | 5,175 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $319,000 | +4.9% | 5,175 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $304,000 | +12.2% | 5,175 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $271,000 | -2.9% | 5,175 | +5.6% | 0.02% | +10.0% |
| Q3 2018 | $279,000 | +7.3% | 4,900 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $260,000 | +2.4% | 4,900 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $254,000 | -2.3% | 4,900 | -0.5% | 0.02% | -4.5% |
| Q4 2017 | $260,000 | +4.8% | 4,925 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $248,000 | +23.4% | 4,925 | +20.1% | 0.02% | +21.1% |
| Q2 2017 | $201,000 | +2.6% | 4,100 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $196,000 | +4.3% | 4,100 | -1.2% | 0.02% | 0.0% |
| Q4 2016 | $188,000 | -8.7% | 4,150 | -8.7% | 0.02% | -13.0% |
| Q3 2016 | $206,000 | -46.5% | 4,544 | -45.5% | 0.02% | -47.7% |
| Q2 2016 | $385,000 | +6.1% | 8,330 | +0.8% | 0.04% | +4.8% |
| Q1 2016 | $363,000 | -8.3% | 8,261 | -12.9% | 0.04% | -8.7% |
| Q4 2015 | $396,000 | +5.6% | 9,483 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $375,000 | -6.0% | 9,483 | -4.3% | 0.05% | +4.5% |
| Q2 2015 | $399,000 | -2.4% | 9,905 | 0.0% | 0.04% | -2.2% |
| Q1 2015 | $409,000 | -0.7% | 9,905 | -2.7% | 0.04% | -2.2% |
| Q4 2014 | $412,000 | +9.0% | 10,177 | +1.5% | 0.05% | +7.0% |
| Q3 2014 | $378,000 | +2.7% | 10,029 | +1.5% | 0.04% | +4.9% |
| Q2 2014 | $368,000 | +4.5% | 9,879 | +1.0% | 0.04% | 0.0% |
| Q1 2014 | $352,000 | +1.4% | 9,779 | 0.0% | 0.04% | -2.4% |
| Q4 2013 | $347,000 | +6.8% | 9,779 | 0.0% | 0.04% | -4.5% |
| Q3 2013 | $325,000 | +8.7% | 9,779 | +6.5% | 0.04% | +2.3% |
| Q2 2013 | $299,000 | – | 9,179 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 1,466,931 | $86,256,000 | 55.63% |
| Tolleson Wealth Management, Inc. | 1,110,531 | $65,299,000 | 45.18% |
| Legacy Financial Advisors, Inc. | 1,817,291 | $106,857,000 | 36.20% |
| DOW CHEMICAL CO /DE/ | 4,027,402 | $236,811,000 | 35.76% |
| Personal Wealth Partners | 838,599 | $51,881,000 | 27.56% |
| Lee Financial Group Hawaii, Inc. | 494,217 | $29,060,000 | 27.05% |
| Financial Advisors, LLC | 612,063 | $35,989,000 | 24.58% |
| ARS Wealth Advisors, LLC | 1,023,883 | $60,204,000 | 19.23% |
| VisionPoint Advisory Group, LLC | 1,160,256 | $68,223,000 | 19.17% |
| Mascoma Wealth Management LLC | 438,092 | $25,760,000 | 17.28% |